Q1 2024 Holdings
Filed 2024-04-16 | 129 holdings | $52.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $1.2M | 6,962 | 2.3% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $1.3M | 58,156 | 2.4% |
| J P Morgan Exchange Traded F(BBUS) | BETABUILDRS US | 46641Q399 | $1.6M | 16,798 | 3.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.6M | 14,370 | 3.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7M | 4,081 | 3.3% |
| Masimo Corp(MASI) | COM | 574795100 | $2.1M | 14,400 | 4.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.6M | 8,731 | 8.7% |